JPM JPMORGAN CHASE & CO COM

Ownership history in COMMONS CAPITAL, LLC  ·  16 quarters on record

This page tracks every 13F SEC filing in which COMMONS CAPITAL, LLC reported a position in JPMORGAN CHASE & CO COM (JPM). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
2.33% (2024 Q1)
Avg. % of fund
1.86%
First filed
2022 Q1
Last filed
2025 Q4
Quarters held
16
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 7,964 +526 +7.1% 1.72% $2.6M $320.77
2025 Q3 ADDED 7,438 +26 +0.4% 1.53% $2.3M $312.49
2025 Q2 ADDED 7,412 +33 +0.4% 1.63% $2.1M $285.83
2025 Q1 REDUCED 7,379 -191 -2.5% 1.66% $1.8M $240.37
2024 Q4 REDUCED 7,570 -123 -1.6% 1.64% $1.8M $233.69
2024 Q3 ADDED 7,693 +29 +0.4% 1.79% $1.6M $204.31
2024 Q2 REDUCED 7,664 -337 -4.2% 1.87% $1.6M $194.90
2024 Q1 ADDED 8,001 +38 +0.5% 2.33% $1.6M $191.89
2023 Q4 ADDED 7,963 +48 +0.6% 2.14% $1.4M $161.96
2023 Q3 REDUCED 7,915 -1,867 -19.1% 1.98% $1.1M $137.07
6 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    JPM price (monthly, adj. close)
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